Andrew Feldman

Headlines · 3

1. 3d
   Cerebras: fast inference, slow delivery as OpenAI ties draw scrutiny

   OpenAI CEO Sam Altman recently posted on social media describing Cerebras as a partner, with the two working on the frontier of inference speed, and Cerebras shares rebounded in premarket trading; the move followed a sharp drop reportedly triggered by word that OpenAI used Nvidia chips for the Ultrafast mode of GPT-6.1 Sol. Citing disclosed figures, the article says Cerebras reported roughly $510 million in fiscal 2025 revenue, up about 75.7% year over year, with $237.8 million in net profit; second-quarter cloud revenue reached $126 million, up 52% quarter over quarter, including $56.8 million recognized from OpenAI, about 32% of quarterly revenue. It also notes about $392.8 million in negative free cash flow and a roughly $25.4 billion backlog as of end-June, of which only about 22% is expected to be recognized within 24 months and 43% in months 25–48, while the top three customers accounted for 76% of second-quarter revenue.

   MIT科技评论中文 · 🔥 0
2. 3d
   Cerebras CEO: home AI assistants 'not very far away'

   Speaking at TechCrunch Disrupt 2026, Cerebras co-founder and CEO Andrew Feldman said the arrival of AI appliances in people's homes is "not very far away," predicting personal assistants that run partly on-device and partly in the cloud, get to know their users, keep a security perimeter and can hold a credit card to buy things for them. He pointed to consumer agent progress such as Meta's Muse and Instinct, a startup he said is now valued at $10 billion. Separately, Cerebras chief strategy officer Andy Hock told SiliconANGLE's AI Data Pipeline Forum that agentic workflows make speed a prerequisite, describing a Wafer-Scale Engine more than 50 times bigger than prior chips and claiming 10-15x faster inference than other platforms — both company figures, not independently verified. The report also notes Cerebras raised $5.5 billion in its May 2026 IPO.

   TechCrunch AI · 🔥 4
3. 3d
   Cerebras CEO pushes back on AI doomsday warnings, urges focus on upside

   Speaking at TechCrunch Disrupt 2026, Cerebras Systems CEO and co-founder Andrew Feldman pushed back on the prevailing AI doomsday narrative, quipping that "some of the leaders in the AI world maybe shouldn't be allowed to talk in public." He argued the industry is over-focused on AI risks while potential benefits are overlooked, offering the example of grandchildren who would "never meet anybody who dies of cancer." Feldman said powerful technologies inevitably raise the question of misuse and should be reasonably regulated, acknowledged that the data center industry has done a poor job engaging US local communities, and named Brazil, Canada, Finland, Iceland, Norway, Mexico and Sweden as markets more welcoming to data center construction. The report notes that Cerebras customers include OpenAI, Block, Figma, GSK and Lovable, giving Feldman a commercial stake in AI's success.

   TechCrunch AI · 🔥 0

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